Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,471 | $100,901-58.9% | $75,501-45.1% | $147,586-71.9% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.4%+11.0pp | 82.8%+0.5pp |
| Annual return | 16.33% | 35.78%-19.5pp | 27.35%-11.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,498 | $3,253-54.0% | $2,352-36.3% | $4,876-69.3% |
| Participant deferral / active EE | $3,306 | $4,027-17.9% | $3,142+5.2% | $5,439-39.2% |
| Admin fee / account holder | $4,294 | $11,285-62.0% | $5,801-26.0% | $10,886-60.6% |